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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies18
  • 7D-2.0%
  • 3M-2.1%
  • 1Y6.3%
  • YTD-0.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.6%, driven by declines in El Puerto de Liverpool. de and Alsea. de of 2.7% and 7.7%, respectively. In the past year, the industry has gained 6.0%. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026Mex$295.3bMex$532.2bMex$23.5b15.1x12.6x0.6x
Sat, 09 May 2026Mex$308.7bMex$530.4bMex$23.6b15.7x13.1x0.6x
Mon, 06 Apr 2026Mex$311.7bMex$532.2bMex$23.7b15.4x13.2x0.6x
Wed, 04 Mar 2026Mex$308.1bMex$527.7bMex$22.9b14.5x13.4x0.6x
Fri, 30 Jan 2026Mex$296.7bMex$518.4bMex$25.6b9.5x11.6x0.6x
Sun, 28 Dec 2025Mex$298.9bMex$522.3bMex$25.6b9.7x11.7x0.6x
Tue, 25 Nov 2025Mex$283.2bMex$525.9bMex$25.5b9.5x11.1x0.5x
Thu, 23 Oct 2025Mex$303.5bMex$571.3bMex$28.1b11.4x10.8x0.5x
Sat, 20 Sep 2025Mex$285.9bMex$562.6bMex$27.3b10.4x10.5x0.5x
Mon, 18 Aug 2025Mex$300.5bMex$572.9bMex$28.2b10.9x10.7x0.5x
Wed, 16 Jul 2025Mex$279.6bMex$509.7bMex$27.2b15.3x10.3x0.5x
Fri, 13 Jun 2025Mex$278.4bMex$510.3bMex$27.2b16.1x10.3x0.5x
Sun, 11 May 2025Mex$268.3bMex$512.8bMex$27.2b14.2x9.8x0.5x
Tue, 08 Apr 2025Mex$277.4bMex$577.6bMex$32.1b13x8.6x0.5x
Thu, 06 Mar 2025Mex$297.8bMex$575.9bMex$32.2b11.6x9.3x0.5x
Sat, 01 Feb 2025Mex$293.3bMex$558.5bMex$33.3b10.9x8.8x0.5x
Mon, 30 Dec 2024Mex$275.0bMex$549.0bMex$32.7b9.6x8.4x0.5x
Wed, 27 Nov 2024Mex$293.1bMex$558.2bMex$33.3b11.3x8.8x0.5x
Fri, 25 Oct 2024Mex$313.1bMex$551.8bMex$33.0b14.6x9.5x0.6x
Sun, 22 Sep 2024Mex$306.9bMex$538.2bMex$32.6b12.3x9.4x0.6x
Tue, 20 Aug 2024Mex$342.5bMex$534.1bMex$33.2b11.6x10.3x0.6x
Thu, 18 Jul 2024Mex$341.9bMex$474.1bMex$28.5b14.3x12x0.7x
Sat, 15 Jun 2024Mex$338.0bMex$471.0bMex$28.4b11.9x11.9x0.7x
Mon, 13 May 2024Mex$350.6bMex$461.0bMex$27.7b14.9x12.6x0.8x
Wed, 10 Apr 2024Mex$372.8bMex$502.3bMex$28.6b12.4x13x0.7x
Fri, 08 Mar 2024Mex$359.5bMex$513.5bMex$28.5b12.7x12.6x0.7x
Sun, 04 Feb 2024Mex$401.7bMex$581.1bMex$33.2b14.9x12.1x0.7x
Tue, 02 Jan 2024Mex$397.4bMex$580.3bMex$33.2b14.8x12x0.7x
Thu, 30 Nov 2023Mex$364.8bMex$582.2bMex$33.2b13.4x11x0.6x
Sat, 28 Oct 2023Mex$362.3bMex$587.1bMex$32.7b15.7x11.1x0.6x
Mon, 25 Sep 2023Mex$363.0bMex$587.2bMex$31.3b13x11.6x0.6x
Wed, 23 Aug 2023Mex$363.2bMex$585.6bMex$31.3b12.4x11.6x0.6x
Fri, 21 Jul 2023Mex$378.6bMex$575.1bMex$30.8b15.7x12.3x0.7x
Sun, 18 Jun 2023Mex$377.1bMex$568.1bMex$29.8b16.4x12.7x0.7x
Price to Earnings Ratio

12.7x


Total Market Cap: Mex$377.1bTotal Earnings: Mex$29.8bTotal Revenue: Mex$568.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
Current Industry PE
  • Investors are optimistic on the Mexican Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 12.6x which is higher than its 3-year average PE of 11.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 7.7% per year over the last three years,
  • Revenues have also declined 2.1% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market-2.57%
Consumer Discretionary-2.01%
Specialty Stores0%0
Consumer Durables-0.66%
General Merchandise and Department Stores-2.01%
Hospitality-2.24%
Auto Components-6.73%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.2x.
    • Analysts are expecting annual earnings growth of 21.0%, which is higher than its past year's earnings decline of 1.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 75% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AGUILAS CPO OllamaniMex$79.293.0%
+Mex$272.2m		61.8%PS1.5x
HOTEL * Grupo Hotelero Santa Fe. deMex$4.794.6%
+Mex$150.4m		22.8%PE19.3x
NUTRISA A Grupo Nutrisa. deMex$3.851.3%
+Mex$16.1m		n/aPS0.5x
CMR B CMR. deMex$1.420.7%
+Mex$5.4m		-22.4%PS0.2x

Latest News

CADU A
Mex$7.80
Corpovael. de
7D
-1.9%
1Y
143.8%
GISSA A
Mex$12.10
Grupo Industrial Saltillo. de
7D
-3.3%
1Y
-27.0%
NEMAK A
Mex$3.33
Nemak S. A. B. de C. V
7D
-8.0%
1Y
0.9%
ALSEA *
Mex$48.08
Alsea. de
7D
-6.2%
1Y
-4.1%
Narrative Update • Jun 01

ALSEA *: Dividend Outlook And Improved Margins Will Support Higher Earnings Multiple

Alsea’s analyst price target has been adjusted slightly from MX$80.00 to MX$79.97 as analysts factor in updated assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Alsea, S.A.B. de C.V. declared an annual dividend of MXN 1.0000 per share, with payment scheduled for May 7, 2026, ex date May 6, 2026, and record date May 6, 2026 (Key Developments).
ARA *
Mex$4.72
Consorcio ARA S. A. B. de C. V
7D
-0.8%
1Y
48.4%
Narrative Update • May 28

ARA *: Future Returns Will Be Pressured By Rich Earnings Multiple

Analysts now see fair value for Consorcio ARA S. A.
LIVEPOL C-1
Mex$99.68
El Puerto de Liverpool. de
7D
-2.0%
1Y
5.1%
HCITY *
Mex$6.09
Promotora de Hoteles Norte 19. de
7D
-1.0%
1Y
35.3%
AGUILAS CPO
Mex$79.29
Ollamani
7D
3.0%
1Y
61.8%
SPORT S
Mex$8.90
Grupo Sports World. de
7D
-1.4%
1Y
35.1%
Analysis Article • May 06

There May Be Some Bright Spots In Grupo Sports World. de's (BMV:SPORTS) Earnings

Shareholders appeared unconcerned with Grupo Sports World, S.A.B. de C.V.'s ( BMV:SPORTS ) lackluster earnings report...
HOTEL *
Mex$4.79
Grupo Hotelero Santa Fe. de
7D
4.6%
1Y
22.8%
Analysis Article • May 05

Shareholders Will Be Pleased With The Quality of Grupo Hotelero Santa Fe. de's (BMV:HOTEL) Earnings

When companies post strong earnings, the stock generally performs well, just like Grupo Hotelero Santa Fe, S.A.B. de...
NUTRISA A
Mex$3.85
Grupo Nutrisa. de
7D
1.3%
1Y
n/a
CMR B
Mex$1.42
CMR. de
7D
0.7%
1Y
-22.4%